Anic Equity¶
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Total return since start: 0.617 %¶
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Equity now: -----------------------------> 49380.09 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45318.55 Kr¶
PnL: ---------------------------------------> 262.55 Kr¶
DD now: ---------------------------------> -7.041 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 09:54:57.000763'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.020000 | 1668.060000 | 199.060000 | 13.550000 | 1468.999998 |
| Orrön Energy | 180 | 0.940000 | 2223.000000 | 180.000000 | 8.810000 | 2043.000000 |
| Atrium Ljungberg B | 5 | -0.600000 | 989.000000 | 54.000000 | 5.780000 | 935.000000 |
| Sedana Medical | 93 | -3.420000 | 2570.520000 | 49.520000 | 1.960000 | 2521.000011 |
| Platzer Fastigheter Holding B | 12 | -1.530000 | 1004.400000 | 43.400000 | 4.520000 | 960.999996 |
| Sagax A | 4 | 0.000000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Hexatronic Group | 12 | 0.140000 | 1003.200000 | 36.200000 | 3.740000 | 966.999996 |
| JM | 6 | -0.400000 | 898.800000 | 34.800000 | 4.030000 | 864.000000 |
| Sagax B | 4 | -1.110000 | 887.200000 | 33.200000 | 3.890000 | 854.000000 |
| Hoist Finance | 35 | -0.520000 | 1011.500000 | 31.500000 | 3.210000 | 980.000000 |
| Catena | 2 | -1.860000 | 823.200000 | 31.200000 | 3.940000 | 792.000000 |
| OX2 | 13 | 1.840000 | 972.400000 | 22.400000 | 2.360000 | 949.999999 |
| VEF | 909 | -2.190000 | 1867.090000 | 17.090000 | 0.920000 | 1850.000436 |
| Bilia A | 8 | -0.170000 | 914.400000 | 14.400000 | 1.600000 | 900.000000 |
| Biotage | 7 | -0.370000 | 954.100000 | 13.100000 | 1.390000 | 940.999997 |
| HEXPOL B | 9 | 0.610000 | 1034.100000 | 13.100000 | 1.280000 | 1020.999996 |
| Gränges | 9 | -0.290000 | 939.600000 | 11.600000 | 1.250000 | 927.999999 |
| BioGaia B | 8 | -1.010000 | 940.800000 | 10.800000 | 1.160000 | 930.000000 |
| Byggmax Group | 33 | -0.880000 | 964.920000 | 8.920000 | 0.930000 | 956.000001 |
| AcadeMedia | 8 | -0.590000 | 404.000000 | 2.000000 | 0.500000 | 402.000000 |
| Clas Ohlson B | 12 | -0.910000 | 975.000000 | 2.000000 | 0.210000 | 972.999996 |
| ASSA ABLOY B | 3 | -0.190000 | 778.200000 | -0.800000 | -0.100000 | 779.000001 |
| EQT | 4 | -1.480000 | 824.000000 | -8.000000 | -0.960000 | 832.000000 |
| Nordic Waterproofing Holding | 7 | -0.730000 | 946.400000 | -20.600000 | -2.130000 | 966.999999 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| Addnode Group B | 11 | -0.370000 | 898.700000 | -22.300000 | -2.420000 | 921.000003 |
| SKF B | 5 | -0.080000 | 917.500000 | -22.500000 | -2.390000 | 940.000000 |
| Alimak Group | 11 | -1.560000 | 904.200000 | -23.800000 | -2.560000 | 927.999996 |
| Indutrade | 5 | -0.550000 | 1183.500000 | -34.500000 | -2.830000 | 1218.000000 |
| Vitec Software Group B | 2 | -1.700000 | 1041.000000 | -46.000000 | -4.230000 | 1087.000000 |
| Latour B | 4 | -0.640000 | 810.800000 | -46.200000 | -5.390000 | 857.000000 |
| Bufab | 3 | -1.200000 | 1038.000000 | -71.000000 | -6.400000 | 1109.000001 |
| Hexagon B | 26 | -1.550000 | 3380.000000 | -81.000000 | -2.340000 | 3461.000010 |
| BHG Group | 97 | -1.120000 | 1365.760000 | -93.240000 | -6.390000 | 1458.999989 |
| INVISIO | 16 | -0.660000 | 3592.000000 | -97.000000 | -2.630000 | 3689.000000 |
| TOTAL | 45318.550000 | 262.550000 | -7.04111% | 45056.000411 |
Updated:¶
'2023-07-05 09:55:13.887995'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
